Richard Scott Berg
Founder at PT Asset Management LLC (Illinois)
Profile
Richard Scott Berg is the founder of Performance Trust Capital Partners LLC, which was founded in 1994.
He is also the founder of PT Asset Management LLC (Illinois), which was founded in 2008.
Currently, Mr. Berg is the Chief Executive Officer & Manager at PT Financial Cos.
LLC.
He has an undergraduate degree from Wheaton College (Illinois) and an MBA from Kellogg School of Management.
Richard Scott Berg active positions
| Companies | Position | Start |
|---|---|---|
PT Asset Management LLC (Illinois)
 PT Asset Management LLC (Illinois) Investment ManagersFinance PT Asset Management LLC (PTAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Richard Berg in 2008 and formerly known as Performance Trust Investment Advisors LLC. They are majority-owned and controlled by PTAM Holdings LLC and minority-owned by certain senior employees. PTAM provides discretionary investment management and advisory services to mutual funds and separately managed accounts. | Founder | 2007-12-31 |
Performance Trust Capital Partners LLC
 Performance Trust Capital Partners LLC Investment Banks/BrokersFinance Performance Trust Capital Partners LLC (Performance Trust) is a registered broker-dealer headquartered in Chicago, Illinois. The firm was founded by Richard S. Berg and Philip M. Nussbaum in 1994. It is a subsidiary of PT Financial Cos. LLC. Performance Trust offers a wide range of financial advisory and investment banking services for community financial institutions. | Founder | 1994-03-08 |
PT Financial Cos. LLC
 PT Financial Cos. LLC Regional BanksFinance PT Financial Cos. LLC engages in the provision of investment and financial advisory services. The company is headquartered in Chicago, IL. | Chief Executive Officer | - |
Training of Richard Scott Berg
| Wheaton College (Illinois) | Undergraduate Degree |
| Kellogg School of Management | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
PT Financial Cos. LLC
PT Financial Cos. LLC Regional BanksFinance PT Financial Cos. LLC engages in the provision of investment and financial advisory services. The company is headquartered in Chicago, IL. | Finance |
PT Asset Management LLC (Illinois)
PT Asset Management LLC (Illinois) Investment ManagersFinance PT Asset Management LLC (PTAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Richard Berg in 2008 and formerly known as Performance Trust Investment Advisors LLC. They are majority-owned and controlled by PTAM Holdings LLC and minority-owned by certain senior employees. PTAM provides discretionary investment management and advisory services to mutual funds and separately managed accounts. | Finance |
Performance Trust Capital Partners LLC
Performance Trust Capital Partners LLC Investment Banks/BrokersFinance Performance Trust Capital Partners LLC (Performance Trust) is a registered broker-dealer headquartered in Chicago, Illinois. The firm was founded by Richard S. Berg and Philip M. Nussbaum in 1994. It is a subsidiary of PT Financial Cos. LLC. Performance Trust offers a wide range of financial advisory and investment banking services for community financial institutions. | Finance |
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